金吾财讯 | 内房股表现强势，远洋集团(03377)涨15.03%，融信中国(03301)涨6.83%，旭辉控股集团(00884)涨5.81%，中国海外宏洋集团(00081)涨4.86%，碧桂园(02007)涨4.84%，中国金茂(00817)涨4.58%，雅居乐集团(03383)涨3.77%，融创中国(01918)涨3.49%，龙光集团(03380)涨2.94%。交银国际表示，8月楼市以公积金政策和松绑政策为主，一系列政策通过扩大公积金使用范围、进一步放开限购、减轻租购负担等方式，持续激发市场活力。预计9月迎来传统营销旺季，市场活跃度有望迎来阶段性回升。预计二级市场的需求将持续改善并好于一级市场。新房市场将保持基本稳定，该机构认为买家将继续偏好国企项目。随着资本市场情绪好转，一些领先的民营企业可能会借机加速其债务重组进程。
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